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XBert is an AI-powered accounting practice management and workflow automation platform designed for bookkeepers, accountants, auditors, and business owners. It connects workflow management with live client ledger data, helping teams organize recurring tasks, assign work, track capacity, monitor performance, and identify accounting issues from one platform. The platform provides automated data quality checks for connected accounting files, including checks for GST and VAT errors, duplicate payments, ABN anomalies, and other potential compliance issues. Users can also create custom AI alerts in plain English to monitor specific financial or workflow conditions. Additional features include practice analytics, time tracking, capacity management, quality management workflows, a white-labeled client portal for document collection and communication, and integration with accounting systems such as Xero, QuickBooks Online, MYOB, FreeAgent, and Employment Hero. XBert also supports MCP connections, allowing compatible AI assistants to query checked practice and client data.
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